Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$57.1K Buy
1,143
+355
+45% +$17.7K ﹤0.01% 737
2025
Q1
$26.1K Buy
+788
New +$26.1K ﹤0.01% 815
2024
Q2
Sell
-166
Closed -$4.75K 1271
2024
Q1
$4.75K Sell
166
-54
-25% -$1.55K ﹤0.01% 865
2023
Q4
$5.06K Hold
220
﹤0.01% 867
2023
Q3
$4.48K Hold
220
﹤0.01% 1003
2023
Q2
$4.59K Buy
+220
New +$4.59K ﹤0.01% 987
2021
Q4
Sell
-3,007
Closed -$40K 1235
2021
Q3
$40K Buy
+3,007
New +$40K ﹤0.01% 813
2020
Q4
Sell
-703
Closed -$6K 1095
2020
Q3
$6K Buy
+703
New +$6K ﹤0.01% 952
2019
Q2
Sell
-179
Closed -$1K 1053
2019
Q1
$1K Buy
+179
New +$1K ﹤0.01% 888